Entry of inventory purchase transaction only updates inventory but not accounting records although I have created account transaction type to debit inventory and credit Bank account. Also, the account transaction type is selected under Inventory Document type.
The problem i have now is that, accounting transaction is posted but without values.
Please see photos;
INVENTORY DOCUMENT TYPE
ACCOUNT TRANSACTION TYPE
TRANSACTION OUTPUT
I would appreciate the communities help on this question
Thanks for your reply, The purchase voucher function is a default function that came as i installed Samba. I just created “Account Transaction Type” under the account module to have the transaction linked to the inventory and cash account.
I am not sure if Rules & Actions are required to show transaction amount. Can you elaborate on that if required.
Hey Sheild
But are you calling a Create Account Transaction Document somewhere through a Rule? Its the rule where you pass the Amounts and other parameters to the Action.
Your rule does not have a Constraint to match it to a Automation Command i.e. Press of a Button on the Purchasing Document? Also your Action has a blank Amount? How do you pass the Amount from the Rule to the Action as this current is blank.
Rules and Actions should not be required for this. The Account Transaction Types and Inventory Documents should handle this automatically, when you have Supplier Entities.
Good Day Sir… can i get your full setup about this transaction? just to know how to setup it properly… thanks for understanding… hoping you can give me screen shots.
badly needed this setup… but my setup did not work properly… i don’t have source just like the picture you posted if i will purchase product it’s only a name, quantity, unit, price and total… and when i purchase product the amount of the product did not appear in any account or deducted to my bank account… hoping that i can get complete screen shots of this setup to the person that may have generous heart
Hi Team,
I am having a similar challange. I am trying to create a button to add openning stock coz I am anticipating a bussiness that is already running. all is ok but I am not getting entrie into the account values. please help